Shafiq Jadavji, financial advisor Atlanta GA
89 score

Shafiq Jadavji

CRD Number: 6274665
Current Firm: Principal Securities, Inc.

Shafiq Jadavji (CRD# 6274665) is an Investment Advisor Representative working at Principal Securities, Inc. in Atlanta, GA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Principal Life Ins Co Atlanta, GA Dec 2013 - Current 3
Princor Financial Services Corp Atlanta, GA Dec 2013 - Current 3
Independent Consultant Johns Creek, GA Mar 2011 - Dec 2013 2
Deutsche Bank New York, NY Mar 1993 - Feb 2011 17
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2014
Contact Info for Shafiq Jadavji
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    1,622
    MILLIONS
  • Total Number of Accounts
    15,486
    ACCOUNTS
  • Average Account Value
    $104,766
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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